Connectors

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DonorPerfect

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DonorPerfect donor call brief from Chorus
Report
Cross-Connector

Walk into every donor call with a one-page brief

For fundraisers who want DonorPerfect giving and recent Chorus conversations in one brief before a call, by asking their AI assistant.

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DonorPerfect donor call brief from Chorus
Brief me on Jordan Lee from DonorPerfect before my call, using the last three Chorus conversations.
Jordan Lee has given 18,500 lifetime and has one open pledge. - Giving: last gift 2,500 on 2026-08-14 to the Spring Appeal - Open pledge: 5,000 with 3,000 still to pay - Last call: 2026-09-02, about the capital campaign - Follow-up: the meeting summary says to send the naming options Want the three talking points for the call?
DonorPerfect
Sample figures. Your results come from your own account.
donorperfect-get-donor
donorperfect-get-gift
donorperfect-get-contact
donorperfect-get-flag
donorperfect-get-address
chorus-get-conversation-participants
chorus-get-engagements
chorus-get-emails

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

DonorPerfect

DonorPerfect
Run it on your own DonorPerfect data.

Connect DonorPerfect, pick your AI tool and paste the prompt.

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The problem

A promised follow-up slips before the next donor call

Before calling a donor you need giving, pledges and flags from DonorPerfect plus what was said on the last few Chorus calls. Gathering it means two systems and a lot of scrolling, and a promised follow-up is easy to miss.

Without PopdockAI

  • Open the donor's giving in DonorPerfect
  • Check pledges, contacts and flags separately
  • Search Chorus for each of their emails
  • Miss what was promised last time

With PopdockAI

  • Gifts, open pledges, contacts and flags are read
  • Chorus calls and emails are found using every email on file
  • Follow-ups count only when a summary states them
  • A one-page brief with three talking points, nothing changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Prepare a one-page brief for an upcoming call with the DonorPerfect donor `{donor}`, combining their giving history with the last `{conversation-count}` Chorus conversations (default 3).

**Step 1: The donor in DonorPerfect**

If `{donor}` is a whole number, call `donorperfect-get-donor` with it as donor-id; otherwise call `donorperfect-get-donor` with it as email. If more than one donor matches, list them and stop. If none matches, say so and stop.

Then, filtered by the donor-id:

* `donorperfect-get-gift` for the gifts and pledges of the last 24 months (gift-date.from). Note the most recent gift, the total for the last 12 months, and any pledge with a balance above zero.
* `donorperfect-get-contact` for the five most recent contacts, and any contact whose due-date is in the past and has no completed-date.
* `donorperfect-get-flag` for the donor's flags.

**Step 2: The last conversations in Chorus**

Take the donor's email (and any extra emails from `donorperfect-get-address` for the donor-id). Call `chorus-get-conversation-participants` filtered by each email, collect the conversation-id values, and call `chorus-get-engagements` for each. Keep the `{conversation-count}` most recent by date.

Also call `chorus-get-emails` with each email as initiator-email and keep the three most recent.

**Step 3: Report**

* **Who:** name, organization-name, donor-type, city and state, flags.
* **Giving:** lifetime gift-total, last-contribution-amount and date, last-12-months total, open pledges with balance.
* **Last conversations:** for each, date, subject, who from our side attended (user-name), and the meeting-summary in two or three sentences.
* **Recent emails from the donor:** date and subject.
* **Outstanding follow-ups:** overdue DonorPerfect contacts, and any commitment made in a Chorus meeting-summary that no later DonorPerfect contact records as done.
* **Suggested talking points:** three bullets grounded only in the data above.

**Rules & Guidelines:**

* Tools named donorperfect-... are on the donorperfect server. Tools named chorus-... are on the chorus server.
* This prompt is read-only. Do NOT call any DonorPerfect write tool (`donorperfect-save-donor`, `donorperfect-save-contact`, `donorperfect-save-gift`, `donorperfect-save-pledge`, `donorperfect-save-address`, `donorperfect-save-other-info`, `donorperfect-save-link`, `donorperfect-set-flag`) or any Chorus write tool (`chorus-add-moment`, `chorus-add-playlist-moment`, `chorus-create-playlist`, `chorus-update-moment`, `chorus-update-playlist`, `chorus-update-playlist-moment`, `chorus-export-recordings`, `chorus-export-scorecards`).
* Do not invent commitments. A follow-up counts only if a meeting-summary states it.

**Validation:**

* If Chorus has no conversations for the donor's emails, say "No Chorus conversations found" in that section and still produce the giving sections.
* If the donor has no email address, skip Step 2 and say why.
* If Chorus and DonorPerfect show different names for the same email, report both and use the DonorPerfect name in the brief.

Who it's for

One answer, three teams that use it

Major gift officers

Prepare for a call in minutes

Giving, pledges and recent conversations in one brief.

Brief me on DonorPerfect donor 20417 using their last 5 Chorus conversations.

Development directors

Know what was promised

Outstanding follow-ups from meeting summaries are listed so nothing slips.

What follow-ups are outstanding with sam.patel@fabrikam.com from recent Chorus calls?

Planned giving officers

Walk in with talking points

Three talking points grounded in the donor's own data.

Give me talking points for my visit with Priya Shah, using DonorPerfect and Chorus.

How it works

What PopdockAI does when you ask

You name the donor and your AI assistant builds a one-page brief from DonorPerfect and Chorus. It only reads.

01

Ask

You give the donor id or email and how many recent conversations to include.

Your AI tool

02

Read

It reads gifts, open pledges, contacts and flags from DonorPerfect.

donorperfect-get-donor
donorperfect-get-gift
donorperfect-get-contact
donorperfect-get-flag

03

Search

It finds the donor's Chorus calls and emails using every email on file.

donorperfect-get-address
chorus-get-conversation-participants
chorus-get-engagements
chorus-get-emails

04

Report

You get a one-page brief with follow-ups and three talking points.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for DonorPerfect and one secure connection to your AI tool. No code, no exports.

get-data

donorperfect-get-donor

Returns donor records from DonorPerfect: names, salutations, contact details, donor type and status, and the codes used to segment them. The starting point for almost any DonorPerfect question.
get-data

donorperfect-get-gift

Returns gift and pledge transactions from DonorPerfect, with amount, date, campaign, solicitation and GL codes, and the donor each one belongs to. Filter by donor, by date range or by campaign to build giving history and campaign totals.
get-data

donorperfect-get-contact

Returns the contacts and activities logged against donors in DonorPerfect: calls, visits, letters and other touchpoints, with their dates, activity codes and notes.
get-data

donorperfect-get-flag

Returns the flags assigned to donors in DonorPerfect, which are the markers used for segmentation, mailing lists and do-not-contact handling.
get-data

donorperfect-get-address

Returns the additional address records held against donors in DonorPerfect, including address type, seasonal date ranges and which address is currently in use.
get-data

chorus-get-conversation-participants

Returns the people who took part in Chorus conversations, with their name, email, title and company. Use it to see who was on a call, and which side they were on.
get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

chorus-get-emails

Returns emails captured by Chorus, including the subject, body, sender, owner, account and sent time. Filter by account or date range to read the written trail alongside the calls.
Read only.Nothing in DonorPerfect Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Every donor call starts fully briefed

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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